WMA

Wealth Management Associates Portfolio holdings

AUM $257M
1-Year Est. Return 27.89%
This Quarter Est. Return
1 Year Est. Return
+27.89%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$6.35M
2
+$4.98M
3
+$3.42M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$3.18M
5
T icon
AT&T
T
+$2.75M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 8.12%
2 Technology 7.44%
3 Energy 4.31%
4 Healthcare 4.06%
5 Utilities 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$228K 0.31%
+2,472
77
$212K 0.29%
+3,181
78
$205K 0.28%
+5,080
79
$205K 0.28%
+6,476
80
$204K 0.27%
+900
81
$192K 0.26%
+15,588
82
$188K 0.25%
+20,243
83
$182K 0.25%
+14,523
84
$168K 0.23%
+12,008
85
$66K 0.09%
+11,050
86
$2.09K ﹤0.01%
+733
1 2 3
4